Cornerstone Wealth Group’s iShares National Muni Bond ETF MUB Stock Holding History

Cornerstone Wealth Group’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,478	Closed	-$265K	–	462
2025 Q4	$265K	Sell	2,478 -152	-6%	-$16.3K	0.02%	298
2025 Q3	$280K	Sell	2,630 -147	-5%	-$15.4K	0.02%	277
2025 Q2	$290K	Sell	2,777 -14,741	-84%	-$1.53M	0.02%	252
2025 Q1	$1.85M	Buy	17,518 +807	+5%	+$85.8K	0.15%	111
2024 Q4	$1.78M	Buy	16,711 +2,579	+18%	+$277K	0.15%	111
2024 Q3	$1.54M	Sell	14,132 -1,972	-12%	-$213K	0.13%	113
2024 Q2	$1.72M	Sell	16,104 -821	-5%	-$87.4K	0.15%	108
2024 Q1	$1.82M	Buy	16,925 +4,438	+36%	+$479K	0.17%	104
2023 Q4	$1.35M	Buy	12,487 +3,099	+33%	+$324K	0.19%	88
2023 Q3	$963K	Sell	9,388 -561	-6%	-$59.2K	0.17%	96
2023 Q2	$1.06M	Sell	9,949 -291	-3%	-$31.1K	0.19%	94
2023 Q1	$1.1M	Sell	10,240 -562	-5%	-$60.1K	0.2%	97
2022 Q4	$1.14M	Buy	+10,802	New	+$1.13M	0.22%	86

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Wealth Group's MUB Position: Q1 2026 in Review

Cornerstone Wealth Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 2,478 shares — an estimated $265K sold.

Cornerstone Wealth Group first reported a position in MUB in Q4 2022 and held it in 13 quarters. The position peaked at $1.85M in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Cornerstone Wealth Group reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Cornerstone Wealth Group sold 2,478 iShares National Muni Bond ETF shares in Q1 2026, an estimated $265K.
Cornerstone Wealth Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 13 quarters.
Cornerstone Wealth Group's iShares National Muni Bond ETF position peaked at $1.85M in Q1 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.